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Hedge Funds Similar to Trinity Financial Advisors

13F Portfolio OverlapQ3 2026Trinity Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

Trinity Financial Advisors LLC is an institutional investor managing $388M across 99 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Trinity Financial Advisors are Prairiewood, FORESIGHT ADVISORS, Prana, with shared positions in $OBDC, $ARCC, $WFC, $GLW, $VRT, $ASML. The full ranking of 25 similar funds is below.

#1Prairiewood Capital, LLCActive
Notable overlap · 3 shared positions
$OBDC$ARCC$WFC
$396M
78 positions
#2FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive
Some overlap · 4 shared positions
$ARCC$GLW$VRT$ASML
$202M
327 positions
#3Prana Capital Management, LPActive
Some overlap · 4 shared positions
$HBAN$WFC$FISV$HUM
$3.3B
122 positions
#4Gilbert & Cook, Inc.Smart money
Some overlap · 3 shared positions
$ARCC$WFC$BNY
$869M
229 positions
#5Carlson Capital, L.P.Passive
Some overlap · 3 shared positions
$HBAN$WFC$FISV
$494M
74 positions
#6Rachor Investment Advisory Services, LLCActive
Some overlap · 3 shared positions
$HBAN$GLW$ASML
$203M
203 positions
#7Randolph Co IncActive
Some overlap · 3 shared positions
$HBAN$GLW$GD
$1.2B
47 positions
#8FCG Investment CoPassive
Some overlap · 3 shared positions
$HBAN$GLW$VRT
$304M
125 positions
#9Algebris (UK) LtdActive
Some overlap · 3 shared positions
$HBAN$WFC$FISV
$1.5B
73 positions
#10SENTINEL TRUST CO LBASmart money
Some overlap · 3 shared positions
$HBAN$ASML$UNP
$1.1B
136 positions
#11Cottage Street Advisors LLCPassive
Some overlap · 4 shared positions
$ARCC$GLW$VRT$UNP
$261M
148 positions
#12STABLEFORD CAPITAL II LLCPassive
Some overlap · 4 shared positions
$ARCC$WFC$ASML$BNY
$288M
144 positions
#13STATE FARM MUTUAL AUTOMOBILE INSURANCE COActive
Some overlap · 5 shared positions
$WFC$GLW$ASML$EMR$ITW
$146.1B
107 positions
#14Blume Capital Management, Inc.Passive
Some overlap · 4 shared positions
$WFC$ARCC$FISV$UNP
$678M
357 positions
#15Cornerstone Select Advisors, LLCPassive
Some overlap · 3 shared positions
$ARCC$GLW$VRT
$238M
149 positions
#16SUMMITRY LLCPassive
Some overlap · 4 shared positions
$WFC$GLW$FISV$EMR
$3.0B
340 positions
#17SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$WFC$VRT$ASML$EMR$GD
$254M
141 positions
#18CULLEN INVESTMENT GROUP, LTD.Active
Some overlap · 5 shared positions
$GLW$WFC$UNP$BNY$GD
$857M
179 positions
#19Werlinich Asset Management, LLCActive
Some overlap · 5 shared positions
$GLW$VRT$ASML$UNP$GD
$258M
57 positions
#20Estabrook Capital ManagementPassive
Some overlap · 4 shared positions
$WFC$GLW$UNP$BNY
$739M
344 positions
#21Shoker Investment Counsel, Inc.Active
Some overlap · 6 shared positions
$HBAN$UNP$SO$EMR$ITW$GD
$398M
113 positions
#22WOLFF WIESE MAGANA LLCPassive
Some overlap · 3 shared positions
$HBAN$GLW$UNP
$218M
1,038 positions
#23Baugh & Associates, LLCActive
Some overlap · 3 shared positions
$ARCC$ASML$SO
$221M
41 positions
#24ST GERMAIN D J CO INCPassive
Some overlap · 3 shared positions
$WFC$GLW$ASML
$2.8B
914 positions
#25Hartford Funds Management Co LLCSmart money
Slight overlap · 3 shared positions
$GLW$WFC$VRT
$1.3B
98 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.